Concurrent Investment Advisors, LLC
Concurrent Investment Advisors, LLC (CRD# 323135) is a financial advisory firm headquartered in Tampa, FL. They manage $6,256,967,921 in 18,097 accounts and serve the financial needs of clients across 45 states (or territories).
-
Total Assets Under Management6,257MILLION
-
Total Number of Accounts18,097ACCOUNTS
-
Average Account Value$345,746
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV
Lindsay Heyman (CRD# 6740521) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Tampa, FL and has over 5 years of experience in the finance industry.
Mark Hofstetter (CRD# 1970941) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Chicago, IL and has over 33 years of experience in the finance industry.
Glenn Holmes (CRD# 5438527) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Tampa, FL and has over 16 years of experience in the finance industry.
Lee House (CRD# 5494045) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Greeneville, TN and has over 16 years of experience in the finance industry.
Keith Huberman (CRD# 3035582) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Houston, TX and has over 26 years of experience in the finance industry.
Mark Johnson (CRD# 2842194) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Norman, OK and has over 27 years of experience in the finance industry.
Jiles Kirkland (CRD# 2404316) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Bradenton, FL and has over 30 years of experience in the finance industry.
Arthur Klugh (CRD# 3126620) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Tampa, FL and has over 25 years of experience in the finance industry.
Joseph Knox (CRD# 1787697) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Longview, TX and has over 36 years of experience in the finance industry.
Liatriz Levy (CRD# 2727200) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Tampa, FL and has over 27 years of experience in the finance industry.